AGRIS Customer Documentation

Standard Advanced Report - Open Prepayments by product category (bar chart): Various improvements to quickly understand prepays by Product Category (AGS-3096)

The AGRIS 17.4.0 release has added:

AGS-3096: Reports - Standard Advanced Report - Open Prepayments by product category (bar chart): Various improvements to quickly understand prepays by Product Category

Do you need to quickly understand prepays by Product Category?  Want to quickly provide a recap to a customer of their open prepayments?  

Here are the enhancements to the Open Prepayment by product category bar chart:

  1. The chart now includes prepayments by Product Category AND by Item Number.
  2. The chart now shows the $ amounts in thousands, with the dollar sign removed.
  3. The product category code is shown under each bar instead of showing overlapping descriptions.
  4. The product category must have at least $1,000 of open prepaid and be more than 0.1% of the total to show as a bar in the chart.
  5. The chart now rolls small categories into "Other" where the total is <$1,000 or the percent of the total is less than 0.10%.
  6. The recap at the bottom now shows the category code AND the description.
  7. The recap at the bottom now prints in two columns (instead of one) to get the whole report on one sheet of paper.
  8. The page number in the heading was removed (expecting it to be just one page).
  9. There is now a total recap at the very bottom to summarize the prepaid dollars that are NOT included in the chart (prepay by item description, by sales order, by invoice type, generic).
  10. The Product Category filtering was removed (no need to print a chart with just one category in it).
  11. Other miscellaneous performance tuning and visual alignment.
  12. The security option was changed to "A/R Payment Reports" (This report is now limited only to the users who are allowed to print payment reports).
  13. Grand Total line displays at the bottom.
  14. The product category descriptions are set to "Shrink To Fit", in case they have long category descriptions to prevent word wrapping.
  15. Option to include (or not include) Prepayments by Sales Order in the bar chart by product category. 
  16. Option to include (or not include) Prepayments by Item Description in the bar chart by product category. 
  17. A direct link to the report is available under the Payments / Prepayments menu option, as well as under the Advanced Report menu option.


Report Selection Screen:

Sample Report:



3820 Mansell Road, Suite 350 ✦ Alpharetta, GA 30022 ✦ www.GreenstoneSystems.com
© 2011 - 2024 Cultura Technologies LLC. All Rights Reserved Worldwide.  Products and company names mentioned herein may be trademarks or registered trademarks of their respective owners.